The core competition of new energy vehicles can't be separated from the competition on batteries, and it is also the most important thing, and the battery winner wins the world. Where is the gap between the traditional automobile independent brand and the joint venture brand, it is mainly the problem of engine and gearbox. As for new energy vehicles, as long as the battery is built, it is really not difficult to overtake by a short cut.
There have been rumors about the cooperation between Tesla and Contemporary Amperex Technology Co., Limited. Earlier, it was rumored that Tesla would cooperate with domestic battery manufacturers in Contemporary Amperex Technology Co., Limited, and Contemporary Amperex Technology Co., Limited would supply Tesla's batteries. This indicates that our domestic manufacturers have surpassed the joint venture in battery research, and they have completely lost those foreign companies with advanced technology. Since Tesla chose to cooperate, the battery manufacturers will naturally not be bad.
Contemporary Amperex Technology Co., Limited officially announced that it will supply lithium-ion battery products to Tesla, starting from July 22, which is a real blow. I have to say that Contemporary Amperex Technology Co., Limited is good and won glory for our domestic enterprises.
after more than p>2 years' development, the independent brands have not surpassed the joint venture brands in fuel vehicles. Although the gap is narrowing, it has always been held down by joint venture vehicles, and the vast majority of domestic sales are controlled by joint venture vehicles. This is not because domestic vehicles are not working hard enough, but because they are really unable to protect patents, and they often have to avoid patents to develop and research. The bitterness of this is only known by colleagues engaged in the automobile industry.
The short-cut overtaking of new energy vehicles is a new way that fuel vehicles can't compete with joint venture vehicles in a short period of time, and it is also in line with China's national conditions. If the traditional fuel vehicles can be on a par with joint venture vehicles, maybe China won't promote new energy vehicles so aggressively. Fortunately, our own brand is at the forefront in the field of new energy vehicles this time.
Basically, domestic new energy vehicle companies are independent brands, and there are only a few joint venture brands, the most prominent of which is Tesla. As for those old fuel vehicle giants, they have always held conservative opinions in the face of emerging new energy vehicles. So far, those old fuel vehicle giants have not really set foot in the field of new energy vehicles with all their efforts, and even if they have, they have made tentative explorations, which also gives our domestic vehicles an opportunity.
Contemporary Amperex Technology Co., Limited's achievements in batteries have predicted the success of domestic cars. As long as we have a car company that can walk in the forefront of batteries, it is not a problem to build new energy vehicles without losing joint venture brands in the future. In other words, domestic battery factories that can be recognized by Tesla are bound to produce products that meet their needs. In addition, car companies like BYD are more advanced in making cars and batteries, as well as a number of new domestic brands such as Weilai.
this cooperation between Tesla and Contemporary Amperex Technology Co., Limited is a win-win. Tesla has always wanted to expand the market scope and achieve rapid growth in sales. China market is a country that highly advocates new energy vehicles. In the short term, Tesla still needs to rely on the China market. However, Tesla has always had a disadvantage of high price, which has caused potential car owners to give up. Manufacturing cost has always been Tesla's top priority.
Tesla plans to achieve 1% localization by the end of 22. Once this happens, what about the domestic Model? The production cost of 3 is controlled, and the possibility of price reduction is extremely high. Domestic Model? The price has been reduced. If the cost can be further reduced, the possibility of price reduction will be higher. For car owners, this is an intangible welfare. In the future, shall we buy domestic Model? Can you be unhappy if you spend less money?
Tesla's gradual localization will minimize the cost, which will be a big challenge to the new domestic car-making forces. The design is better than yours, the quality is better than yours, and the price is cheaper than yours. It is clear how consumers choose, and domestic cars are dangerous. On the other hand, the emergence of Tesla has also intensified the transformation and upgrading of new energy independent brands, and it is really a dead end if it does not transform quickly.
(This article was originally produced by the editorial department of new media in the automobile industry, and the source should be indicated when reproduced)
This article is from the author of ChejiaNo. in car home, and does not represent car home's viewpoint and position.